See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,191 | $49,922-1.5% | $80,569-38.9% | $75,163-34.6% |
| Participation rate | 67.6% | 55.3%+12.3pp | 67.0%+0.6pp | 67.2%+0.4pp |
| Annual return | 24.67% | 34.69%-10.0pp | 935.43%-910.8pp | 160.62%-135.9pp |
| Employer contribution / active EE | $2,652 | $1,698+56.2% | $2,723-2.6% | $2,670-0.7% |
| Participant deferral / active EE | $5,449 | $2,990+82.2% | $4,447+22.5% | $4,125+32.1% |
| Admin fee / account holder | $2 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |